European defence inventory investment opportunities are currently red hot, with certain companies gaining significant profits. Top European defence equity investment picks include Italy LeonardoFrance’s Talesand Sweden Serve – All major holdings of major European Defense ETFs. Stoxx Europe Aerospace & Defense The index has skyrocketed 52% this year, and analysts say these European defence equity investment dramas are just beginning.
Trump’s meeting with Putin is a win-win for European defence stocks, regardless of the outcome https://t.co/gsdhhc2ckw
– CNBC (@cnbc) August 14, 2025
European Defense ETFs surge in their talks at the Trump Putin Summit
Vanek’s Defense ETF Performance introduces Europe’s best defense equity investment opportunities. Leonardo, Talesand Serve The highest holding of the $6.9 billion fund. German weapons manufacturers rheinmetall This year, it has won 160%, highlighting European defense stock investments. Stoxx Europe Aerospace & Defense The index includes these powerful companies driving a surge in European defence spending.
Dmitrii Ponomarev of Vaneck Eu said:
“If they rely solely on Ukraine’s shipments, companies won’t add much capacity. The bigger driver is NATO Europe’s pivot under the new 5% of the long-term GDP target and replenishment.”
Top European Defense Stock Investment Picks
- Leonardo (Italy) – Vanek’s Major Defense ETF Performance Driver
- Thales (France) – Main European Defense ETFs Hold
- Serve (Sweden) – The value has been more than doubled this year
- Rheinmetall (Germany) – Increases 160% despite recent revenue volatility
Christopher Granville, managing director of TS Lombard, said this.
“My call on European defence stocks since around 2023 is that this is a win-win for European defence stocks, so they are being purchased at all weaknesses in temporary pullbacks.”
European defense costs benefit these specific companies as arms production grows three times in peacetime.
Why these European defensive ETF holdings continue to rise
Saab CEO Micael Johansson said:
“It’s hard to see the government retreat and say it’s over with the invasion of Ukraine and the aggressive neighbours we have to the east.”
Stoxx Europe Aerospace & Defense Index tracks these accurate companies Hensoldt, colorand other European equity opportunities also show significant returns. This European defence spending surge creates a decade-long opportunity for savvy investors targeting these specific strains.
